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Services
- Wealth Transfer
- Investment Management
- Employee Benefits
- Executive Benefits
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Lindberg & Ripple's strength lies in our unique Process of working with the ultra affluent to help them identify their financial objectives and work with them to develop a program that meets those goals.
We understand that our clients' most important priority is to achieve personal financial security. We also recognize their desire to be adequately prepared to efficiently transition their estate to heirs and their community.
The Process begins by helping our clients identify their long-term goals and risk tolerance and to understand the nature of their existing asset base. Once we intimately understand our clients, we work with them and their universe of financial advisors, including trust and estate attorneys and CPAs, to identify and implement the appropriate tactics (e.g., life insurance, investment management) to help meet those goals.
We are committed to identifying, creating and providing access to some of the most innovative and sophisticated ideas and opportunities for our clients. Lindberg & Ripple enhances our unique internal expertise via our alignment with M Financial Group.
Both Lindberg & Ripple and M Financial Group were founded on the principle that "off-the-shelf" products and services do not meet the needs of ultra-affluent and corporate markets. Through our alignment, we're better able to bring specialized strategies, opportunities and proprietary products to our clients.
As part of our ongoing client relationship, Lindberg & Ripple's team diligently reevaluates each clients' personal and financial situations, including tracking changes in their objectives. We also meticulously monitor the environment, including tax legislation and products for example, to ensure consistent alignment with the Process.
Lindberg & Ripple is a member of M Financial Group. Please go to http://www.mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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